AUTOMATED SUITABILITY

Streamline compliance with automated suitability documentation using Aivodot

Match Scores and Alpha Scores to align investor styles with portfolio strategies.

This ensures clear audit trails that justify

“Value for Money” in every trade.

GET YOUR
AUTOMATED
AUDIT TRAIL

Suitability Module leverages the unique Aivodot Match Scores to ascertain investor's investment style and how it matches that of the portfolio.

Investor's ability to bear losses and achieve their goals are quantifiably measured using Aivodot Potential Loss and Portfolio Goal metrics.

“Value for Money” of each trade is backed by both the Aivo.Alpha Stock picking score and the Portfolio’s match to the Macro Economic expectations.